ADK Wealth Advisory Group offers investment advice and financial planning services to individuals and high-net-worth individuals. They provide ongoing investment management and advice on various investments. They also offer financial planning services tailored to individual needs, including tax, investment, retirement, estate, business, education, and insurance planning. ADK's investment strategies are tailored to each client's individual needs.
Fee Structure
ADK Wealth Advisory Group charges a percentage of your portfolio each year, up to a maximum of 2.5%. The exact fee is agreed upon in a written agreement. Clients can choose to have ADK make trades for them (discretionary) or approve each trade beforehand (non-discretionary). If you don't participate in a wrap fee program, you'll also pay transaction charges to LPL Financial for each trade. The fees are negotiable.